Jonathan P. Doyle

Mr. Doyle joined Rochdale in 2010.
Prior to joining Rochdale, he worked at Placemark Investments as an Associate Regional Consultant where he worked with financial advisors analyzing client portfolios and creating tax efficient asset transition strategies.
Previously, he was a Relationship Manager at Bank of America where he worked directly with the bank’s clients to provide solutions for their complex credit and investment needs.
He began his career at Sun Life Financial as a Sales Consultant where he assisted financial advisors in providing financial planning solutions.
Mr. Doyle received his B.A.
in Psychology from the University of Arizona and his M.B.A.
from the F.W.
Olin Graduate School of Business at Babson College.
Additionally, he has completed the Certificate in Advanced Financial Planning from the Wharton School of the University of Pennsylvania.
He is a Certified Investment Management Analyst and is a Level III candidate for the Chartered Financial Analyst designation.